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Posts by David Leipnik

What You Should Know When You Need a Business Valuation

The demand for business valuations is growing, in large part due to aging Baby Boomers planning for retirement and gifting their business interests, selling outright or passing away. Other owners are looking to sell out due to economic conditions...
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It's OK For Nonprofits To Lobby, But Follow IRS Rules

As long as you follow IRS rules, lobbying can be a powerful strategy to raise awareness of your mission, mobilize stakeholders and attract media attention. It also can result in enhanced government investment in social programs and reform of laws and...
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The Main Points for Nonprofits and UBIT

Unrelated business income tax, or UBIT, is tax assessed on the unrelated business income of exempt organizations. Unrelated business income is any activity conducted for profit that is regularly conducted and not substantially related to the charitable...
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Nonprofit Investment Policies: Nine Steps to Designing a Sound Policy

Nonprofits need to develop formal investment policies that reflect their intentions and support their organizations as they move forward. And it’s the board of directors’ responsibility to develop and execute these policies, and hire and oversee the...
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